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Global X S&P 500 Catholic Values ETF
CATH

Overview Fund Activity

178 hedge funds and large institutions have $438M invested in Global X S&P 500 Catholic Values ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
75
Reduced
37
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
Fund Evaluation Group
Ohio
$32.8M
2
Bank of America
Bank of America
North Carolina
$59.7M
3
Wells Fargo
Wells Fargo
California
$14.7M
4
CB
Commerce Bank
Missouri
$8.49M
5
Morgan Stanley
Morgan Stanley
New York
$27.3M

Top Sellers

1
KeyBank National Association
KeyBank National Association
Ohio
$3.5M
2
ACGA
Atlanta Consulting Group Advisors
Georgia
$0
3
MFA
McClarren Financial Advisors
Pennsylvania
$759K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.12M
5
NA
Nottingham Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$59.7M +$4.91M +72,709 +9%
CTC
2
Central Trust Company
Missouri
$42.5M +$46.9K +694 +0.1%
FEG
3
Fund Evaluation Group
Ohio
$32.8M +$7.64M +113,169 +30%
Morgan Stanley
4
Morgan Stanley
New York
$27.3M +$2.29M +33,926 +9%
Truist Financial
5
Truist Financial
North Carolina
$18.8M -$882K -13,065 -4%
BA
6
BCM Advisors
Louisiana
$16.2M +$230K +3,341 +1%
Wells Fargo
7
Wells Fargo
California
$14.7M +$4.09M +60,568 +39%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$9.8M +$989K +14,636 +11%
FWIA
9
Fort Washington Investment Advisors
Ohio
$9.33M +$253K +3,751 +3%
LPL Financial
10
LPL Financial
California
$9.13M +$132K +1,958 +1%
CFFNO
11
Common Fund For Nonprofit Organizations
Connecticut
$8.89M -$411K -6,087 -4%
Corient Private Wealth
12
Corient Private Wealth
Florida
$8.74M +$113K +1,680 +1%
CB
13
Commerce Bank
Missouri
$8.49M +$2.7M +40,050 +47%
Aristotle Capital Management
14
Aristotle Capital Management
California
$6.27M – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.17M -$544K -8,052 -8%
Ameriprise
16
Ameriprise
Minnesota
$6.11M -$40K -592 -0.7%
FBT
17
First Bank & Trust
South Dakota
$6.05M – – –
HCC
18
Hirtle Callaghan & Co
Pennsylvania
$5.43M – – –
CCB
19
Country Club Bank
Missouri
$5.03M -$582K -8,695 -10%
DI
20
DAGCO Inc
Ohio
$4.98M +$28.7K +425 +0.6%
Cerity Partners
21
Cerity Partners
New York
$4.14M +$2.5K +37 +0.1%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$4.1M – – –
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$4.05M +$13.7K +203 +0.3%
SEI Investments
24
SEI Investments
Pennsylvania
$3.75M -$25.9K -384 -0.7%
AF
25
Allworth Financial
California
$3.66M +$547K +8,263 +18%
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